What would you say the biggest mistake a wealthy person makes other than not planning in terms of estate planning.
For a person who would be worth (1 -2 mil) upon their retirement what would you plan in terms of trust funds, non-revocable trusts, jt tenants, etc. I know you don't always like to talk about legal questions but you brought it up :-)
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What would you say the biggest mistake a wealthy person makes other than not planning in terms of estate planning.
For a person who would be worth (1 -2 mil) upon their retirement what would you plan in terms of trust funds, non-revocable trusts, jt tenants, etc. I know you don't always like to talk about legal questions but you brought it up :-)
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